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Estate & Legacy resources

Core documents, beneficiaries and the gaps families miss.

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  1. Read the guideEstate planning basics: protect your family and your legacy.The documents, beneficiaries and plans that keep your family from guessing, and the common gaps to check today.Estate & Legacy guide →
  2. Keep it handyFinal arrangements worksheetWrite down your wishes so family isn’t left guessing.Get this free PDF ↓

Estate & Legacy checklists and worksheets

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Estate & Legacy

Final arrangements worksheet

Write down your wishes so family isn’t left guessing.

Free tool · 5 minutesTake the Legacy Stress TestTen quick questions that show the gaps in your estate and legacy plan.
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Estate & Legacy articles

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Cover image: Leaving an IRA to Your Heirs: What They Should Know
Estate & LegacyLeaving an IRA to Your Heirs: What They Should KnowRetirement accounts pass to the people you name, and your heirs may owe income tax on what they receive. Here is how inherited IRAs work and what to review.
Mary Garza, tax and retirement planning advisorMary Garza3 min readRead →
Cover image: Giving During Life or Leaving at Death: Why Tax Basis Matters
Estate & LegacyGiving During Life or Leaving at Death: Why Tax Basis MattersWhen you give an asset to a family member, and when they inherit it, can change the capital gains tax they may owe. Here is a plain-English look at basis.
Mary Garza, tax and retirement planning advisorMary Garza3 min readRead →
Cover image: The Estate Planning Documents Most People Need
Estate & LegacyThe Estate Planning Documents Most People NeedA will is only one part of an estate plan. Here is a plain-English checklist of the documents many people use, and why beneficiary forms matter.
Mary Garza, tax and retirement planning advisorMary Garza3 min readRead →
Cover image: Estate Planning in Texas: Why a Will Isn't Always Enough
Estate & LegacyEstate Planning in Texas: Why a Will Isn't Always EnoughA will is a start, but it does not control every asset. Here is what to check in Texas, and why beneficiary forms matter.
Mary Garza, tax and retirement planning advisorMary Garza3 min readRead →
Common questions

Estate & Legacy questions we hear most

Will you draft my will?

No. Platinum Tax Advisory doesn’t provide legal services. We’ll help you see the gaps and [confirm: connect you with an estate planning attorney].

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